- Unknown (Columbus, OH)
- Associate Vice President, Risk Management Client Analytics About the Company Prestigious provider of risk & claims management services Industry Insurance Type ... program improvement opportunities, developing data-driven recommendations, and presenting insights to senior executives and clients. A client -centric mindset, a… more
- Unknown (New York, NY)
- Associate Dean & Chief Financial Officer (CFO) About the Company Highly regarded law school Industry Higher Education Type Educational Institution Founded 1835 ... 201-500 About the Role The Company is seeking an Associate Dean and Chief Financial Officer (CFO) to join...Dean and Chief Financial Officer (CFO) to join its senior leadership team. The successful candidate will be responsible… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Microsoft Reporting Platform & Data Analytics Senior Associate to join the team in New York, NY. We are seeking a highly skilled ... Senior Associate , Microsoft Reporting Platform...Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed… more
- SitusAMC (Harrisburg, PA)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... come join our team! This role will be responsible for assisting with the reporting features of our proprietary Valuation Management System (VMS). The VMS manages the… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of ... the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver...Pontera platforms. + Manages Addepar and Tamarac systems (performance reporting , client portals, billing) to maintain data… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial… more
- R1 RCM (Chicago, IL)
- …encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As a Client Delivery Senior Associate your role will be ... tasks in response to client requests. The Client Delivery Sr. Associate primary focus is...Create, deliver, and present both standard and ad hoc client -facing material/ reporting based on individual client… more
- Coldstream Wealth Management (Portland, OR)
- …ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Senior Client Service Associate From: Coldstream Wealth Management ... join one of our wealth management teams! As a Client Service Associate on one of our...Open brokerage accounts, establish cashiering needs, set up online reporting access + Update cost basis, track required minimum… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, you ... will resolve client requests while working in partnership with Service Operations,...without direct supervision + Ability to provide quantifiable management reporting & present findings + Project Management & Execution… more
- Wells Fargo (Nashville, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... via telephone, direct interaction and/or written correspondence + Facilitate FA and client requests for account related information and/or quotes + Schedule and… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... clients and college payments. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. * Oversees… more
- Raymond James Financial, Inc. (Stuart, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms… more
- JPMorgan Chase (Jersey City, NJ)
- …(F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior ... financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation,… more
- City National Bank (Los Angeles, CA)
- *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an… more
- JPMorgan Chase (Chicago, IL)
- …through cutting-edge research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee ... create organizational momentum by combining storytelling with strategic rigor: go beyond reporting of data to provide internal functions and lines of businesses with… more
- Publicis Groupe (New York, NY)
- …Novartis, Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with processes, ... delegated. This position will become very familiar with Prisma and MBOX processes, reporting , and forecasting for a large, high profile account. The ideal candidate… more
- Penn Medicine (Philadelphia, PA)
- …within PA, MD, NJ, DE)** M-F, 8 am - 4:30 pm, Hybrid Application Analyst ( Senior , Mid, Associate ) Penn Medicine is looking for an Application or Clinical Analyst ... at the Associate , Mid or Senior level for the...and monitors change process by maintaining current protocols and reporting any problems to appropriate personnel + Works independently… more
- Penn Medicine (Philadelphia, PA)
- …8 am - 4:30 pm, Remote Penn Medicine is looking for an Application Analyst at the Senior , Mid, or Associate level, OR, a Clinical Analyst at the Senior , Mid, ... or Associate level! Senior Application Analyst: The Senior Application Analyst is responsible for enhancing, supporting, and maintaining an application… more
- MUFG (Tempe, AZ)
- …analytical, detail-oriented senior analyst / AVP to develop and enhance reporting processes within the Enterprise Risk Management (ERM) Risk Reporting ... advanced Excel functions and PowerPoint presentations, tailored for risk managers and senior executives. **BAU Reporting Ownership** + Take full ownership of… more
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